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Lead Generation and Management Professional

1 week ago

Riyadh, Ar Riyāḑ, Saudi Arabia The Family Office Company BSC (c) Full time
Unlock Your Potential as a Client Acquisition and Retention Expert

We invite ambitious and results-driven individuals to apply for the role of Business Support Specialist, where you will have the opportunity to excel as a Client Acquisition and Retention Expert.

Key Responsibilities:
  1. Client Engagement: Develop and execute strategies to engage existing clients, identifying opportunities to upsell and cross-sell products and services.
  2. Lead Generation and Qualification: Manage lead generation, cold-calling, and lead qualification to identify new business opportunities and drive revenue growth.
  3. CRM Maintenance and Analysis: Ensure accurate and timely maintenance of the CRM system, analyzing data to inform business decisions and optimize performance.
  4. Compliance and Risk Management: Conduct thorough research on prospects to ensure AML compliance and mitigate risk, maintaining our commitment to integrity and transparency.
  5. Administrative Support: Provide administrative support to Relationship Managers, handling tasks such as meeting scheduling, travel arrangements, and expense reporting.
Requirements and Qualifications:
  1. Financial Services Experience: Proven experience in financial services, preferably in client-facing roles, demonstrating expertise in industry-specific knowledge and practices.
  2. Education and Certifications: Bachelor's degree in finance, business administration, or a related field, along with relevant certifications (e.g., CFP, CAIA) that showcase advanced knowledge and skills.
  3. Technical Skills: Proficiency in Microsoft Office Suite and CRM systems, with experience in data analysis and reporting tools (e.g., Excel, Tableau).